Our team of friendly advisers are here to enable you to make informed choices about your financial future. Whether it is making the most of tax-free allowances, building a retirement plan that enables you to achieve the lifestyle you want, or mitigating your Inheritance Tax liability to enable you to leave as much as possible to your loved ones, your financial adviser will put together recommendations tailored to you.

To give you a comprehensive service, we pair our financial planning with bespoke investment advice, helping you to grow your assets in a tax-efficient way. We offer investments on an advisory or discretionary basis, giving you a flexible solution.

Our team of highly qualified and professional staff are always here to help and provide you with the best possible service. They participate in a comprehensive and ongoing Professional Development Programme to ensure they have the most up-to-date knowledge and skills to help you.

You have access to online portfolio management, valuation and performance tracking tools through your platform provider, giving a 24/7 real-time view of your whole portfolio as well as enabling you to view tax and income reports as you need them.

We are Chartered Financial Planners, an independent status that confirms our commitment to providing you with the highest quality of advice, standards, and customer service. As well as holding corporate status for the firm, other members of our team have achieved the individual Chartered Financial Planner status, with one adviser also gaining Fellowship, the highest award available from the CII.

From articles to help you prepare for the end of the tax year to the latest updates on our staff fundraising activities, our blog is where we share our most recent news and insights.

Financial and investment advice tailored to you.

Trusted, independent advice since 1990.

We believe that your financial adviser should explain your options in a way that you can understand. Our aim is to educate and empower you so that you can be confident you’re making the right choices about your financial future.

As Chartered Financial Planners, we have committed to a high level of ethical and professional standards, and we develop our staff to give them the best knowledge possible to serve you. We provide exceptional customer service, professional advice tailor-made for your personal circumstances, and long-term relationships that benefit you.

Speak to one of our friendly advisers today to find out what advice from an expert could do for your financial future.

Cambridge. 01954 233 650
Bury St Edmunds. 01284 722 600

Chelmsford. 01245 290 702

Our experience in numbers.

We know that the quality of the advice you receive is dependent on the knowledge and skills of our staff. To ensure that you always get the best possible service, we provide our staff with a comprehensive Professional Development Programme.

83

qualifications

Our staff hold more than 83 relevant qualifications between them.

5

chartered staff

We have 5 members of staff who currently hold Individual Chartered Status, typically requiring them to pass 14 or more exams.

79

hours

On average, our staff undertake 79 hours of Continuing Professional Development a year. The industry standard is 35 hours.

76

%professionally qualified

76% of our staff are qualified under a professional body relevant to their role.

Blog.

6th

Apr 2018

Investment Market Review & Outlook – April 2018

The first quarter of 2018 finished in a very different fashion to the one it started in. Recent moves have highlighted uncertainty and brought back volatility that was missing for most of last year. While these stock market movements were arguably overdue, we believe that they will also be short-lived and that, while elevated levels
read more

23rd

Mar 2018

Market Movement Following Announcement of US Trade Tariffs on China

Stock market indices have fallen over the last 24 hours on the widely expected introduction of trade tariffs by the US, mainly directed at China, to come into effect in around a month’s time (after a ‘comment period’), meaning that the uncertainty caused by these moves may be prolonged. From the details that have emerged
read more

Charity of the Year.

For 2018 our Charity of the Year, chosen by our staff, is CPSL Mind and Suffolk Mind, providing mental health support in our communities.